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Nexus Investment Management’s J.M. Smucker SJM Stock Holding History

Nexus Investment Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-131,095
Closed -$15.5M – 70
2017
Q2 		$15.5M Sell
131,095
-660
-0.5% -$83.4K 2.53% 23
2017
Q1 		$17.3M Buy
131,755
+200
+0.2% +$27.2K 2.94% 17
2016
Q4 		$16.8M Sell
131,555
-6,590
-5% -$854K 2.86% 17
2016
Q3 		$18.7M Hold
138,145
– – 3.42% 11
2016
Q2 		$21.1M Sell
138,145
-950
-0.7% -$126K 4.02% 7
2016
Q1 		$18.1M Sell
139,095
-1,170
-0.8% -$147K 3.41% 11
2015
Q4 		$17.3M Sell
140,265
-710
-0.5% -$84.6K 3.48% 10
2015
Q3 		$16.1M Buy
140,975
+3,800
+3% +$424K 3.37% 15
2015
Q2 		$14.9M Sell
137,175
-1,225
-0.9% -$142K 2.89% 20
2015
Q1 		$16M Sell
138,400
-1,200
-0.9% -$132K 3.15% 17
2014
Q4 		$14.1M Sell
139,600
-500
-0.4% -$50.7K 2.64% 24
2014
Q3 		$13.9M Buy
140,100
+775
+0.6% +$79.5K 2.62% 22
2014
Q2 		$14.8M Buy
139,325
+725
+0.5% +$72.8K 2.76% 19
2014
Q1 		$13.5M Buy
138,600
+2,850
+2% +$277K 2.64% 20
2013
Q4 		$14.1M Sell
135,750
-1,125
-0.8% -$119K 2.83% 18
2013
Q3 		$14.4M Buy
136,875
+25
+0% +$2.71K 3.06% 11
2013
Q2 		$14.8M Buy
+136,850
New +$13.9M 3.31% 10

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nexus Investment Management's SJM Position: Q3 2017 in Review

Nexus Investment Management sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 131,095 shares — an estimated $15.5M sold.

Nexus Investment Management first reported a position in SJM in Q2 2013 and held it in 17 quarters. The position peaked at $21.1M in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Nexus Investment Management reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Nexus Investment Management sold 131,095 J.M. Smucker shares in Q3 2017, an estimated $15.5M.
  • Nexus Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 17 quarters.
  • Nexus Investment Management's J.M. Smucker position peaked at $21.1M in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Nexus Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.